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Nonprofit
Published 15 days ago

Financial Literacy Advisor

Hybrid, Volunteer must be in or near La Quinta, CA
I Want to Help


  • Details

    Available Times:
    Weekdays (daytime, evenings), Weekends (daytime, evenings)
    Time Commitment:
    Flexible
    Commitment Details:
    Highly flexible. You have authority over your schedule and involvement.Whether you create a standalone budgeting tool, design a program, or occasional workshops, you decide. Volunteers must live within reasonable driving distance.
    Recurrence:
    Recurring
    Volunteers Needed:
    2
    Cause Areas:
    Family, Hunger, Food Security, Mental Health, Poverty
    Benefits:
    Academic Credit Available
    Good For:
    Age 55+, Private Corporate Groups
    Participation Requirements:
    Driver’s License
    Age Requirement:
    18+
    Other Requirements:
    Must hold an active CPA, CFP, or equivalent professional financial credential. Education: Bachelor's degree or higher in finance, accounting, economics, or a related field.
    Wheelchair Accessible

    Description

    We are seeking a credentialed financial professional (CPA, CFP, Accountant, or Financial Advisor) to help our single parents and disadvantaged families can build strong financial futures. Because we value your expertise, we want to give you complete creative authority over this role. You decide how you want to make an impact based on your comfort level, interests, and schedule.

    Whether you want to design a structured budgeting program, host interactive financial literacy workshops, or facilitate practical classes, we are excited to give you the flexibility to shape your own involvement.

    Time Commitment & Flexibility

    This is an occasional, highly flexible volunteer role. You set your own hours and decide how much time you can realistically offer, whether that is a few hours a month or a one-time workshop series.

    Qualifications

    • Certified Financial Planner (CFP), CPA, or a strong background in accounting/finance.
    • Empathy for the unique challenges faced by single-parent families.
    • Ability to break down complex financial concepts into simple, universal language
    • Passion for making the lives around you better.

    Location

    Hybrid
    Volunteer must be in or near La Quinta, CA
    Associated Location

    Coachella Valley

    La Quinta, CA, USA

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